See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,405 | $92,703-65.0% | $82,719-60.8% | $134,475-75.9% |
| Participation rate | 79.2% | 75.2%+4.0pp | 72.6%+6.6pp | 81.2%-2.1pp |
| Annual return | -14.54% | 944.92%-959.5pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,294 | $3,274+0.6% | $3,009+9.5% | $4,740-30.5% |
| Participant deferral / active EE | $5,962 | $4,802+24.2% | $4,395+35.7% | $6,400-6.8% |
| Admin fee / account holder | $21,129 | $5,983+253.2% | $5,329+296.5% | $11,426+84.9% |